At what point should an advisor bring up philanthropy with clients during the estate planning, financial planning, business exit planning, or retirement planning processes? Who should be included in the conversation? What conversation starters work best? And, how will we use what we hear to guide our planning process to achieve the best possible results for the client to find the right charitable giving tool.
Panelist includes: Scott Pann of Pann/DeYoung Wealth Management, Ann Koeningsman, CPA of Stockman, Kast & Ryan, and Nikki McComsey, CPA of PPCF
Reserve your spot by contacting nmccomsey@ppcf.org.